• Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More
  • Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More
  • Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More
  • Pro-Active Financial Services Ltd.

    A Boutique Benefits Consulting Brokerage

    Learn More

We specialize in providing consulting for Employee benefits including group investment products and Executive benefits and make it understandable for our clients. Service is the cornerstone of our firm. We serve a broad array of clientele; from small businesses to large corporations. As every client is unique we take pride in understanding our clients’ needs and helping them achieve their goals. Being true independent brokers, we only work for our clients and not for any one insurance company. Service matched with solid processes and integrity are the cornerstones of our company. We look forward to working with you now and in the future.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Latest news

Real Estate or Investments?

One of the age-old financial quandaries asked of financial advisors is “shall I invest in property or funds?”. Predictably, the answer is not at all straightforward and depends on many factors, including your own financial style, personality and circumstances. Let’s take a look at the pros and cons of each choice to help you to be better informed about which could be the most lucrative option for you

2019 Federal Budget

The 2019 budget is titled “Investing in the Middle Class. Here are the highlights from the 2019 Federal Budget.

Tax Lines to Look Out for 2018 Income Tax Year

An outline of the key lines to look out for in the 2018 Income Tax Year.